For established businesses

Build on what
you already do well.

Develop the next client. Take on more project work. Get a clearer view of the money. Bring your business into a workspace that connects the work around those ambitions.

Try the business workspace

Explore connected clients, jobs, quotes and invoices. Or try it with a sample business first.

Business ops / The work around the workYour business

Keep the relationship with the work.

The conversation, the offer and the next step belong together. Pick up where you left off.

Client relationshipSchool building upgradeOne place to pick up the conversation
ConversationProposalOngoing work
Carry the project context forwardFrom scope to an offer the client can review.

Inclusions, exclusions and decisions stay attached to the work.

Explore quoting
Contacts · Conversations · Follow-ups · Customer work
Interactive workflow concept · Explore each part of the business
Continue with the part that matters to you.Open relationships
Business workspace

Choose your starting point

Move the business forward,
one useful piece at a time.

01

Develop your next source of work

Explore project signals and buyer rooms. Develop your website, plan marketing content and build relationships with potential and repeat clients.

Explore this workflow
02

Turn a pursuit into an offer

Bring the client, scope, quantities and price into a proposal. Revise the offer and give the buyer a clear way to respond.

Explore this workflow
03

Add capacity to project work

Use Workshop to research, read, measure, calculate and produce documents. Develop work from the files and assumptions you already have.

Explore this workflow
04

Make the next business decision

Keep billing and Books connected. Examine job finances and explore the cash implications of another job, a hire or an equipment purchase.

Explore this workflow

Getting going

Bring the business.
Start with a job.

Use the information you have

Bring business documents and details into the adoption flow, then work from your profile and existing records.

Work with your people

Invite team members, assign tasks and prepare exports and financial views for your accountant.

Explore before deciding

Try the workspace with example clients, quotes and invoices, or request a walkthrough focused on the work you have in mind.

What would you like to move forward?

Tell us about your business and the work you want to do. We can walk through where AEC Stack fits.

The dates that cost Ontario contractors money

One email a month. What is due at CRA and WSIB, the Construction Act clocks that started running on your last invoice, and every new guide the day it goes up.

  • Your lien clocks, counted for you. Preserve is 60 days under section 31 and perfect is a further 90 under section 36, and neither one can be extended once it has gone.
  • The remittance and filing dates for the month ahead, so HST and WSIB stop arriving as a surprise and the T5018 stops being a January problem.
  • Every new guide the day it goes up. 109 are live for Ontario right now, the most recent being "Prepare an RFP" on 19 September 2026.

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